What We'll Cover

  • Introduction to Kantata Pulse

    Dive into the core functionalities of Kantata Pulse, explore how to leverage Pulse’s methodology for your organization, and learn how Pulse can improve project outcomes.

  • Getting Started with Kantata Pulse

    Learn how to activate Pulse on your Kantata OX account, how to provision access for other account members, and how to set default settings. You will also get hands on by creating a test project and activating Pulse.

  • Configuring Kantata Pulse for Your Needs

    Explore how to configure Pulse at the project-level, including how to manage recipients, set frequency and more. We will also review the different types of surveys, and how to review and interpret Pulse data.

Course Description

Expected Duration: Approximately 1-2 hours

Welcome to the introductory course on Kantata Pulse, a robust solution designed to help professional services organizations gather and analyze sentiment data from both clients and internal teams. By integrating seamlessly with Kantata OX, Pulse allows organizations to automate feedback collection and reduce the administrative burden associated with manual surveys and external tools. This timely and actionable feedback can significantly enhance employee and client engagement and satisfaction, ultimately improving project outcomes. This course is structured into modules, each tailored to equip you with the skills and knowledge to effectively utilize Kantata Pulse across your organization.

By the end of this course, you will be proficient in utilizing Kantata Pulse to its full potential, allowing you to focus on the human element of project management, ensuring that both clients and employees are happy and confident throughout the project lifecycle.

Course Objectives

After completion of this course, students will be able to:

  1. Leverage Pulse to improve client and employee satisfaction and improve project outcomes.
  2. Activate Pulse on your Kantata OX account in alignment with best practices.
  3. Manage Pulse account settings and member access.
  4. Configure Pulse for a specific project, for example selecting survey recipients and frequency.
  5. Analyze the feedback data collected from Pulse surveys to identify areas for improvement.


Who Should Take This Course

The target audience for this course should meet the following criteria and prerequisites:

  • Prior experience or familiarity with the Kantata OX solution is recommended.

Course curriculum

  • 1
    Course Resources
  • 2
    Introduction to Kantata Pulse
  • 3
    Getting Started with Kantata Pulse
  • 4
    Configuring Kantata Pulse for Your Needs
  • 5
    Course Conclusion
  • Course Overview: Kantata Pulse Reading: Interacting With Your Course Scenario: Meet the Team
  • Module Overview: Introduction to Kantata Pulse Scenario: Learning About Kantata Pulse Reading: Introduction to Kantata Pulse Reading: Key Terms and Concepts Demo: Overview of Kantata Pulse Activity: Reflect on Your Pulse Goals and Adoption Plans Reading: Pulse Survey Methodology Activity: Learn about the Kantata Pulse Question Categories Knowledge Check: Introduction to Pulse
  • Module Overview: Getting Started With Kantata Pulse Scenario: Activating Pulse Reading: Getting Started with Kantata Pulse Reading: Customizing Branding Demo: Activating Pulse and Provisioning Access Reading: Overview of the Question Library Reading: Designing Custom Questions Lab: Create a Test Project and Activate Pulse Knowledge Check: Getting Started with Kantata Pulse
  • Module Overview: Introduction to Recipes and Workflow Building Scenario: Project Manager - Configuring Pulse on a Project Reading: Selecting a Survey Type Reading: Managing Pulse on Your Project Demo: Managing Pulse Settings in Your Project Reading: Reviewing Survey Results and Interpreting Data Demo: Overview of Pulse Data and the Pulse Dashboard Reading: Pulse in Insights Reporting Lab: Configure Settings and Activate Pulse on Your Project Knowledge Check: Configuring Pulse for Your Needs
  • Reading: Best Practices in Leveraging Kantata Pulse Survey: Course Feedback Reading: Course Completion